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Lip-Bu Tan

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18 June

Lip-Bu TanKorrents 18 Jun

From one piece Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan 3 beliefs, in the piece's order there

korrents.com
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.

government

Their words

And then in terms of the capital intensive like AI in a factory and also the foundry and then you really need to tap either government funding or some sovereign fund

youtube.com
korrents.com
A resilient chip supply chain cannot depend on one or two players in one geography, which is what makes manufacturing in the United States critical.

America

Their words

And you have to have a robust and resilient supply chain. You cannot just depend on one or two player in different geographical. And so, I think, you know, the more and more people going to realize making in United States is critical.

youtube.com
korrents.com
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.

government

Their words

Just I explained to President Trump, TSMC when they started they have the Taiwan government as a shareholder. If you look at Japan, you look at Singapore, this is the infrastructure US government get to provide the support.

youtube.com

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